Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,859 | $61,815+0.1% | $97,295-36.4% | $80,959-23.6% |
| Participation rate | 43.2% | 63.5%-20.2pp | 72.7%-29.4pp | 67.7%-24.4pp |
| Annual return | 17.31% | -558.73%+576.0pp | 75.62%-58.3pp | 35.67%-18.4pp |
| Employer contribution / active EE | $2,099 | $1,836+14.3% | $2,723-22.9% | $2,757-23.9% |
| Participant deferral / active EE | $3,831 | $3,027+26.6% | $4,264-10.1% | $4,300-10.9% |
| Admin fee / account holder | $12,226 | $5,166+136.7% | $5,646+116.5% | $6,925+76.5% |